Hello Teams,
as per the client requirement i have to do one enhancement in the existing system. for that i have create one customer fill the filed like
company
full name
mob number
type
customer group
territory
save this details and then go to user list
**in user list create one user **
**add email **
**add first name **
assign role only customer for that user
set password and save it
login with that user then one screen is display
after i click on the order then this screen is open but here no option to create new sales order …how to achive that .
Thanks
need help how to do this ?
You need to create Sales Order internally or via Shopping cart. Only then the Customer will be able to view the SO. To know more about customer portal, refer the following link:
https://erpnext.com/docs/user/manual/en/customer-portal
r8 customer can see the sales order those that customer create but he can not create the sales order option on website …i want that he can create sales order through his account
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Manuplate the permission of role of customer,
and edit the web form prperties.
can u please tell me step by step how to do this…
in the web form i create the one web form for sales order but i am not able to auto fetch the customer and item of that compan/customer for that i have written custom script and the custom script is work fine for normal user but in web form the custom script not workable .so what is the alternative of this help
Thanks
Open the web form and check these fields
Allow Edit
Allow Multiple
and from Role Permission Manager check these permissions for customer role
Create
Write
Read
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Yes the custom script has a problems in web form, try to avoid the custom script as possible as you can
what is the alternative of this
yes i did this but nothing happen
Try Select if your customer is static
Also follow the Job Applicant web form, the sources doctype, work fine in that web form
i want auto fetch that customer but in my case all customer are showing here this is wrong why customer A show other customer
district the user with customer from user permssion
i have add only customer role for that user and login that user then he will be the website user and he can not able to create the sales order so i want to do enhancment website user can create sales order through his account …
can any one help me for the same
i check the link but here customer can only see the details of sales order he can not create new sales order from his account i want that here
Hi nmami,
are u getting any solution for the same?
